Wealth Advisor — Client Impact & Licensing Path

Equitable Advisors

Fort Collins (CO)

On-site

USD 60,000 - 90,000

Full time

6 days ago

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Benefits offered by this job

Health insurance

401(k)

Employee Stock Purchase Plan

Transportation reimbursement

Job summary

Equitable Advisors is seeking motivated financial professionals to build client relationships, develop tailored financial strategies, and consult on a range of financial products and services. The role includes licensing requirements (State Life & Health, SIE, Series 7, Series 66) with FINRA sponsorship and a comprehensive training path.

In-office presence is required, and the program offers mentorship, ongoing learning through FINRA-licensed pathways, and growth toward becoming a wealth manager

Qualifications

Bachelor's degree or equivalent skills and work experience.
Licensing: State Life & Health, SIE, Series 7, Series 66.
Must be authorized to work in the United States.
FINRA Sponsorship provided for required licensing.
Preliminary Employment Period (PEP) training and mentorship.

Responsibilities

Build and nurture client relationships through networking events and portfolio management.
Understand clients' financial objectives and risk tolerance to devise personalized strategies.
Discuss financial products and services tailored to clients' unique situations.

Skills

Client engagement

Financial strategy development

Product & service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

Job description

In-office presence is required, and the program offers mentorship, ongoing learning through FINRA-licensed pathways, and growth toward becoming a wealth manager

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